Deliver a delightful customer experience with Docusign IAM for CX

Fast, hassle-free, easy. That’s what every customer experience (CX) manager wants to hear when a customer is describing an interaction, right? 

Yet, too often, customers walk away from what should be a simple experience saying, “Gosh, that was hard.” Or, “Why did that take so long?” Particularly when it comes to things like signing up for a membership, applying for a bank loan, patient intake forms, or any other interaction that requires forms to be filled and identities proven. 

These moments should feel empowering, but they can be like navigating a maze, with documents scattered across emails, requests for information repeated, and uncertainty about where to start or what’s next. 

Docusign IAM for CX solves all this, as we demonstrated at Momentum 2025.

The demo walks through an account onboarding scenario in wealth management. It shows the end-to-end journey, from the customer receiving an email with a link to a personalised Docusign workspace, right through to final account opening. Every step of the process is clearly signposted, with forms pre-filled wherever possible, and data flowing from one form to all others in the workspace.

The ID verification process is fast and easy, too. The customer can do it all from her mobile phone, in just a few steps. She can also create a secure Docusign wallet to store this verified identity for future use. 

Behind the scenes, managing the journey is a lot easier for the account manager. Templates and automated workflows are preloaded and easy to customise. For your teams, this means less bottlenecks, less manual work, and stronger compliance, so they have more time to focus on building lasting relationships. 

As the demo shows, IAM for CX is a catalyst for redefining client interactions and accelerating time to  revenue. To learn more about how it could help you, please get in touch.